Financial Business Intelligence Analyst
<div class="benefits"> <div><strong>Benefits:</strong></div> <ul> <li>Bonus based on performance</li> <li>Health insurance</li> <li>Paid time off</li> </ul> </div> <div class="trix-content"> <div>As a Financial Business Intelligence Analyst, will leverage data analytics, financial modeling, and business intelligence tools to transform complex financial data into actionable insights. You will work cross-functionally with finance and IT teams to design dashboards, build ETL pipelines, and deliver intelligence reports that drive strategic decision-making for clients and internal stakeholders.<br><strong><br>Job Responsibilities<br></strong><br> </div><div>• Analyze large financial datasets to identify trends, patterns, and anomalies in revenue, cost, and investment performance using Python (Pandas, NumPy) and SQL</div><div>• Design and develop interactive financial dashboards and reports using Power BI and Tableau for client decision-making and KPI tracking</div><div>• Build and maintain ETL pipelines using SQL Server Integration Services (SSIS) to consolidate financial data from multiple source systems into centralized data warehouses</div><div>• Perform variance analysis comparing actual vs. budgeted financial performance and present findings to client stakeholders</div><div>• Develop quantitative models for portfolio performance analysis, asset allocation, and risk assessment applying Modern Portfolio Theory and statistical methods</div><div>• Conduct scenario analysis and stress testing on financial models to evaluate investment strategies and risk exposure</div><div>• Calculate and monitor risk metrics including Value at Risk (VaR), Sharpe Ratio, and drawdown analysis for client portfolios</div><div>• Utilize Bloomberg Terminal data to support financial market analysis, equity research, and investment reporting</div><div>• Write and optimize complex SQL queries, stored procedures, and views to support financial reporting environments</div><div>• Translate business requirements from finance teams into technical BI specifications and deliver actionable financial intelligence reports</div><div>• Document data definitions, business rules, and financial reporting standards for internal and client use</div><div>• Collaborate with IT and finance teams to ensure data integrity and accuracy across SQL Server databases supporting financial reporting<br><br> </div><div> <strong>Experience Required<br></strong><br> </div><div>• 3+ years’ experience in a financial analytics, business intelligence, or data analyst role — experience in financial services or investment management is ideal</div><div>• Proven track record of delivering end-to-end BI solutions, from gathering business requirements through deployment and stakeholder presentation</div><div>• Strong understanding of financial concepts including P&L analysis, budgeting and forecasting, portfolio analytics, and risk management</div><div>• Hands-on experience with ETL development and data warehouse architecture</div><div>• Demonstrated ability to translate complex financial data into clear, visually compelling dashboards and reports</div><div>• Experience working with large-scale relational databases and writing advanced SQL</div><div>• Familiarity with Agile/Scrum development environments</div><div>• Excellent analytical, communication, and organizational skills with the ability to present to both technical and non-technical audiences</div><div>• Positive, solution-focused attitude with the ability to manage multiple priorities</div><div>• Ability to influence key stakeholders on data-driven decisions</div><div>• Customer or client-facing experience is a strong plus</div><div> <strong><br>Essential and Desirable Skills<br></strong><br> </div><div>• Proficiency in Power BI (DAX, Power Query, data modeling) and Tableau for interactive dashboard development</div><div>• Advanced SQL skills including stored procedures, CTEs, window functions, and query optimization on SQL Server</div><div>• Experience with Python for data analysis (Pandas, NumPy, Matplotlib/Seaborn) and automation</div><div>• Hands-on experience with SSIS for ETL pipeline development and data integration</div><div>• Working knowledge of Bloomberg Terminal for financial data retrieval and market analysis</div><div>• Knowledge of statistical methods and quantitative finance concepts (VaR, Sharpe Ratio, Monte Carlo simulation) is a strong plus</div><div>• Familiarity with Excel-based financial modeling including VBA/macros</div><div>• Experience with version control systems (Git) and CI/CD practices for BI deployments</div><div>• Knowledge of cloud-based data platforms (Azure SQL, Azure Data Factory, AWS Redshift) is a plus</div><div>• Working knowledge of Jira and Confluence for project tracking and documentation</div><div>• Exposure to R, SAS, or MATLAB for advanced statistical analysis is desirable</div><div><strong><br>Educational Requirements</strong></div><div>Bachelor’s or Master’s degree in Finance, Economics, Data Science, Statistics, Computer Science, Information Systems, or a related quantitative field.</div> </div> <p>This is a remote position.</p>
